Recognised by the FT Adviser as one of the Top 5 firms in the UK for Financial Planning, our full-service, Financial Planning business is made up of Investment Managers, Certified Financial Planners, and Personal Tax experts.
Financial Planning for the Future
We believe your future is more than just finances, it’s about the life you want to lead. We therefore focus on building a financial plan to assist you in achieving this.
Our experts understand that your goals and ambitions are unique. Whether you need ad-hoc advice or a long-term strategy to manage your future finances, we are here to support, whether that be over the phone or face to face in your home, workplace, or in one of our Mazars offices throughout the UK.
That is why we are working harder than ever to make sure we offer you effective advice and actionable support. We want you to be in control of your personal finances throughout this pandemic – including pensions, retirement funds, personal cash flow planning and investment portfolio management.
We help you:
- Realise your future personal financial goals through cash-flow modelling
- Create a plan to help you preserve personal wealth and that of your business
- Build a retirement planning strategy for your future
- Advise on your plans for succession
- Identify personal and business protection solutions
A team you can trust
Our advisory teams are extremely capable, personable and well qualified. The majority of our financial planners hold either the Certified Financial Planner (CFP) status, an internationally recognised advanced financial planning qualification or are Chartered Financial Planners, the premier qualification for financial advice professionals.
In the last year, we were awarded the Citywire New Model Advisor award for National Financial Planning Team of the Year and the Gold Standard Award for Independent Financial Advice for the eighth year running.
Get in Touch
Call us on 07990 527585 or complete the form below to find out more about how we can help you plan for the future.
Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. In the event that you are dissatisfied with a recommendation we have made you may be entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint please contact us:
In writing: The Compliance Officer, Mazars Financial Planning Limited, 45 Church Street, Birmingham, B3 2RT
By Phone: 0121 232 9605
By E-mail: email@example.com
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
Want to know more?
Lorraine Olley Partner - Financial Planning - Milton Keynes
The Economy & Your Investments
Our monthly 'The Economy & your Investments' webinar series with George Lagarias and David Baker.
Our investment services for high net worth individuals ensure your wealth is managed expertly, giving you financial security whether your goals are to target income or for long term capital growth.
Financial Planning for Retirement
As life expectancy continues to rise, retirement could span more than 30 years. To make sure you are in the best possible position to enjoy your retirement, it’s essential to plan now.
We all live increasingly busy lives, so finding time to actively plan and manage our future finances can be challenging.